Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tim? Claim Your ProfileTim David Yessin is a financial advisor who has been in the industry since June 2013. He is currently registered with Raymond James Financial Services Advisors, Inc. in Lexington, Kentucky. Tim Yessin previously worked at Fifth Third Securities, Inc. Tim has earned the Series 66, Series 7, and SIE securities licenses. He is registered with the state of Kentucky. Tim Yessin also owns rental properties and referees lacrosse games.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Hourly & fixed rate consultations
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
KY
07/13/2018 - Present
Raymond James Financial Services Advisors, Inc. (Lexington KY)
KY
05/23/2012 - 07/18/2016
FIFTH THIRD SECURITIES, INC. (LEXINGTON KY)
KY
01/28/2010 - 12/16/2010
FIFTH THIRD SECURITIES, INC. (LEXINGTON KY)
BOTH
Issued 09/21/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/27/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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